| IVFAX | TRIGX | IVFAX / TRIGX | |
| Total Expense Ratio | 1.11 | 0.87 | 128% |
| Annual Report Gross Expense Ratio | 1.27 | 0.87 | 146% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 28.517 | 41.966 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 2500 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 16.7B | 5% |
| Annual Yield % from dividends | 3.45 | 1.85 | 186% |
| Returns for 1 year | 24.69 | 37.76 | 65% |
| Returns for 3 years | 43.94 | 81.70 | 54% |
| Returns for 5 years | 57.65 | 89.14 | 65% |
| Returns for 10 years | 74.08 | 121.38 | 61% |